Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$144K Buy
2024
Q4
$104K Buy
2024
Q3
Sell
2024
Q2
$188K Sell
2024
Q1
$239K Sell
2023
Q4
$241K Buy
2023
Q3
$208K Sell
2023
Q2
$280K Buy
2023
Q1
$229K Sell
2022
Q4
$226K Buy
2022
Q3
$191K Buy
2022
Q2
$176K Buy